Stephen K. Gellman

Partner

Stephen Gellman is Chair of the firm’s Trusts & Estates Practice Group. He practices in the areas of estate planning, estate settlement and trust administration. Steve assists clients with the full range of planning techniques for tax-effective intergenerational and charitable transfers. He also prepares, and advises those preparing, probate documents, estate tax returns and fiduciary income tax returns as well as represents estates before the IRS and DRS on audit. In addition, Steve actively administers trusts and advises trustees. Although his practice is based in Hartford, Steve regularly services clients in the firm's Lakeville, Stamford and Greenwich offices.

Constructed Multi-Faceted Estate Plan for High Net Worth Couple

Worked with client to put into place an estate plan that accomplished their family and charitable goal, through the use of wills, revocable trust, irrevocable insurance trust, grantor retained trusts, and limited liability companies.

Oversaw Settlement of Estate with Contentious Tax and Family Issues

Worked with family fiduciaries on estate settlement which included disclaimers, valuation issues with the IRS, and post-mortem income tax planning.

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